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If you’ve made the jump to Salesforce, your fundraisers are probably already using dashboards to quickly evaluate the health of their donation pipeline, track the progress of major gifts, and keep donors moving up the engagement ladder. Salesforce lends itself very naturally to reporting on financial data, and it’s often the first kind of data administrators think to invest in reporting on first. But there’s so much more you can do with dashboards! Reporting on finances is only the first step along the way to using dashboards to help you accomplish your mission.

November 18, 2014

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What is Salesforce Lightning, and why is it important? Fundamentally, Lightning is a set of tools that allow organizations to customize the way they use Salesforce to an even greater extent than is already possible (which is already quite a lot). There are four pieces of the Lightning framework that are, or will soon be, available: App Builder, Lightning Components, Lightning Process Builder and Lightning Connect.

November 6, 2014

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Clicktools is an online survey creating/capturing solution available through the Salesforce AppExchange. Offering organizations the ability to integrate customer feedback into their Salesforce database. Considered one of the most widely used survey tools they provide powerful functionality to collect, centralize and act on constituent feedback.

November 4, 2014

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Since most of us spend a large percentage of our day in our email boxes, bridging your Salesforce and Google Apps accounts in imperative. Doing so will give you a 360 degree view of your constituents as well as allow you to update and add contacts right from Gmail. Here, we will walk you through some of the application options available and how they can help your organization.

October 28, 2014

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After months of planning and anticipation, Dreamforce ’14 has come and gone. We were inspired by keynotes, learned new things at hands-on training sessions, danced to Bruno Mars, and met people from hundreds of nonprofits in the Foundation Zone. Dreamforce is always a whirlwind, and when it’s over, it’s good to step back and let it all sink in. Lots of great new features and improvements to the platform were announced this year. Here are 5 of my favorite new Salesforce features—plus a bonus!

October 23, 2014

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As with all good things, Dreamforce inevitably comes to an end, we all find our way back home, and for the briefest of moments, we have that small pause that comes when the music ends, and the realities of our day to day jobs return. But how do we continue to dance through the year with the same zeal and fervor that comes from Dreamforce? Here are five tips that I have used over the years to ensure that the love of Dreamforce does not come before the next year’s event!

October 21, 2014

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Salesforce.com and Microsoft are strengthening their partnership to create new features and functionalities that connect between Salesforce and Microsoft.

October 20, 2014

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This new Salesforce Analytics Cloud helps “everyday users” (not trained analysts) make informed decisions. However, implementing this technology would require a significant commitment from your organization. Here are a few tips to make your implementation of the Analytics Cloud easier.

October 17, 2014

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There are some calls that go sour, some meetings where obstreperousness is abundant, and some that happen to fall on everyone’s bad day. These are key learning experiences and surely opportunities to strengthen your client relationship.

October 7, 2014

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Wondering about the Nonprofit Starter Pack or NGO Connect? We have done all the leg work for you! Download this free white paper to navigate the Salesforce nonprofit landscape and become a connected nonprofit.

September 28, 2014

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